Jeffrey A. Karns

H FINANCIAL MANAGEMENT

Canonsburg, PA 15317

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CRD#: 5151328

Professional summary

Jeffrey Andrew Karns is a registered financial advisor currently at H FINANCIAL MANAGEMENT located in Canonsburg, Pennsylvania and OSAIC WEALTH, INC. located in Canonsburg, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Hoge Financial Services,Inc;investment related;400 Southpointe Blvd,#420,Canonsburg,PA 15317;investment;wealth advisor;5/1/2012;varies;6.5 hrs during trading;wealth advisor for H Financial Management dba Hoge Financial Services 2)H Financial Management;investment related;400 Southpointe Blvd,#420,Canonsburg,PA 15317;investment/wealth advisory;wealth advisor;5/1/2012;varies;6.5 hrs during trading;wealth advisor for H Financial Management dba Hoge Financial Services, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Andrew Karns's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 22, 2012 - Present

H FINANCIAL MANAGEMENT

Office #1: 400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317

RIA

CRD#: 148209

Canonsburg, PA

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 400 Southpointe Blvd. Plaza 1 Suite #420, Canonsburg, PA 15317

RIA

CRD#: 23131

CANONSBURG, PA

Past

May 11, 2012 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

CANONSBURG, PA

Past

August 17, 2007 - April 25, 2012

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

CANONSBURG, PA

Past

October 20, 2006 - April 25, 2012

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

CANONSBURG, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

H FINANCIAL MANAGEMENT

H FINANCIAL MANAGEMENT | HOGE FINANCIAL SERVICES, LLC | HOGE FINANCIAL SERVICES, INC.

CRD#: 148209 / SEC#: 801-69665

RIA

Registered Investment Advisory firm - (2/20/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Pennsylvania
(5/22/2012)

Pennsylvania
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

H FINANCIAL MANAGEMENT

H FINANCIAL MANAGEMENT | HOGE FINANCIAL SERVICES, LLC | HOGE FINANCIAL SERVICES, INC.

CRD#: 148209 / SEC#: 801-69665

RIA

Registered Investment Advisory firm - (2/20/2009 Approved)

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Contact information

Main Address

400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 745-9406

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

H FINANCIAL MANAGEMENT DISCLOSURE BROCHURE (9/11/2025)

Regulatory assets under management

Total Number of Accounts	1,589
AUM (Assets Under Management)	$ 533,769,756

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey A. Karns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Andrew Karns's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

H FINANCIAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2006

FINRA

Current Firm

H FINANCIAL MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

H FINANCIAL MANAGEMENT

TRUST BUT VERIFY

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